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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $678,220 | $154,228+339.8% | $145,433+366.3% | $137,256+394.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 20.62% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,320 | $4,804-10.1% | $4,554-5.1% | $4,156+3.9% |
| Participant deferral / active EE | $19,050 | $8,216+131.9% | $7,897+141.2% | $6,407+197.3% |
| Admin fee / account holder | $7,117 | $14,344-50.4% | $13,129-45.8% | $12,270-42.0% |